NCM
Nelson Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
6,120
+252
| +4% | +$122K | 0.39% | 46 |
|
|
2025
Q1 | $3.13M | Buy |
5,868
+4,586
| +358% | +$2.44M | 0.54% | 43 |
|
|
2024
Q4 | $581K | Buy |
1,282
+3
| +0.2% | +$1.36K | 0.1% | 80 |
|
|
2024
Q3 | $589K | Buy |
1,279
+28
| +2% | +$12.9K | 0.1% | 77 |
|
|
2024
Q2 | $509K | Hold |
1,251
| – | – | 0.09% | 79 |
|
|
2024
Q1 | $526K | Sell |
1,251
-9
| -0.7% | -$3.79K | 0.1% | 80 |
|
|
2023
Q4 | $449K | Buy |
1,260
+9
| +0.7% | +$3.21K | 0.1% | 78 |
|
|
2023
Q3 | $438K | Hold |
1,251
| – | – | 0.11% | 75 |
|
|
2023
Q2 | $427K | Hold |
1,251
| – | – | 0.11% | 73 |
|
|
2023
Q1 | $386K | Buy |
1,251
+4
| +0.3% | +$1.24K | 0.11% | 73 |
|
|
2022
Q4 | $385K | Hold |
1,247
| – | – | 0.11% | 79 |
|
|
2022
Q3 | $333K | Buy |
1,247
+430
| +53% | +$115K | 0.1% | 83 |
|
|
2022
Q2 | $223K | Sell |
817
-135
| -14% | -$36.8K | 0.06% | 91 |
|
|
2022
Q1 | $336K | Sell |
952
-25
| -3% | -$8.82K | 0.07% | 89 |
|
|
2021
Q4 | $292K | Hold |
977
| – | – | 0.05% | 93 |
|
|
2021
Q3 | $267K | Hold |
977
| – | – | 0.05% | 89 |
|
|
2021
Q2 | $272K | Hold |
977
| – | – | 0.06% | 90 |
|
|
2021
Q1 | $249K | Sell |
977
-50
| -5% | -$12.7K | 0.05% | 90 |
|
|
2020
Q4 | $238K | Sell |
1,027
-1,306
| -56% | -$303K | 0.05% | 89 |
|
|
2020
Q3 | $496K | Buy |
+2,333
| New | +$496K | 0.09% | 78 |
|
|
2020
Q2 | – | Sell |
-1,150
| Closed | -$210K | – | 92 |
|
|
2020
Q1 | $210K | Buy |
1,150
+41
| +4% | +$7.49K | 0.06% | 84 |
|
|
2019
Q4 | $252K | Hold |
1,109
| – | – | 0.05% | 90 |
|
|
2019
Q3 | $231K | Hold |
1,109
| – | – | 0.05% | 88 |
|
|
2019
Q2 | $236K | Hold |
1,109
| – | – | 0.06% | 89 |
|
|
2019
Q1 | $223K | Buy |
1,109
+201
| +22% | +$40.4K | 0.06% | 86 |
|
|
2018
Q4 | $185K | Hold |
908
| – | – | 0.05% | 98 |
|
|
2018
Q3 | $194K | Buy |
908
+25
| +3% | +$5.34K | 0.04% | 91 |
|
|
2018
Q2 | $165K | Buy |
883
+50
| +6% | +$9.34K | 0.04% | 94 |
|
|
2018
Q1 | $166K | Buy |
833
+33
| +4% | +$6.58K | 0.04% | 98 |
|
|
2017
Q4 | $159K | Sell |
800
-430
| -35% | -$85.5K | 0.05% | 97 |
|
|
2017
Q3 | $225K | Hold |
1,230
| – | – | 0.07% | 78 |
|
|
2017
Q2 | $208K | Buy |
1,230
+150
| +14% | +$25.4K | 0.07% | 82 |
|
|
2017
Q1 | $180K | Hold |
1,080
| – | – | 0.06% | 86 |
|
|
2016
Q4 | $176K | Buy |
1,080
+495
| +85% | +$80.7K | 0.06% | 84 |
|
|
2016
Q3 | $85K | Sell |
585
-24
| -4% | -$3.49K | 0.03% | 105 |
|
|
2016
Q2 | $88K | Buy |
609
+24
| +4% | +$3.47K | 0.03% | 92 |
|
|
2016
Q1 | $83K | Hold |
585
| – | – | 0.03% | 91 |
|
|
2015
Q4 | $77K | Hold |
585
| – | – | 0.03% | 94 |
|
|
2015
Q3 | $76K | Buy |
585
+375
| +179% | +$48.7K | 0.03% | 96 |
|
|
2015
Q2 | $29K | Buy |
+210
| New | +$29K | 0.01% | 156 |
|
|
2015
Q1 | – | Sell |
-210
| Closed | -$32K | – | 275 |
|
|
2014
Q4 | $32K | Hold |
210
| – | – | 0.01% | 144 |
|
|
2014
Q3 | $29K | Hold |
210
| – | – | 0.01% | 151 |
|
|
2014
Q2 | $27K | Buy |
+210
| New | +$27K | 0.01% | 153 |
|